Ideas & Insights

While we are constructive on near-term markets, we will focus on the rebound in business activity following progress with the vaccine.

November displayed the forward-looking nature of markets as global equities reacted positively that a vaccine may be distributed in 2021.

Rising COVID-19 cases and a failure from policy makers to pass further fiscal stimulus weighed on equity markets.

Flight to safe haven assets and a halt in economic activity drive performance in fixed income and equities markets in first quarter 2020.